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iShares Global Tech ETF
IXN

Overview Fund Activity

252 hedge funds and large institutions have $1.81B invested in iShares Global Tech ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
25
Increased
77
Reduced
99
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
$54M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$404M
3
AssetMark Inc
AssetMark Inc
California
$111M
4
BlackRock
BlackRock
New York
$67.5M
5
Fisher Asset Management
Fisher Asset Management
Washington
$95.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$290K
2
Jane Street
Jane Street
New York
$1.68M
3
Bank of America
Bank of America
North Carolina
$136M
4
CS
Credit Suisse
Switzerland
$52.6M
5
MPW
MA Private Wealth
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Physician Wealth Advisors
Utah
$302K +$302K +8,994 New
FCA
177
FinTrust Capital Advisors
South Carolina
$298K -$3.15K -102 -1%
TCM
178
Traynor Capital Management
Pennsylvania
$297K -$22.6K -732 -7%
MBT
179
Montecito Bank & Trust
California
$294K +$294K +9,522 New
UCFA
180
United Capital Financial Advisors
Texas
$290K -$20.2M -655,578 -99%
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$272K – – –
WT
182
Whittier Trust
California
$259K – – –
SFG
183
Summit Financial Group
West Virginia
$248K -$46.3K -1,500 -16%
OIA
184
OneDigital Investment Advisors
Kansas
$248K +$41.9K +1,362 +20%
SG
185
StoneX Group
New York
$244K +$185 +6 +0.1%
CFG
186
Cooper Financial Group
California
$228K +$228K +7,380 New
TPA
187
Trivium Point Advisory
Connecticut
$227K +$7.88K +258 +4%
WA
188
WealthTrust Axiom
Pennsylvania
$226K – – –
WCM
189
Windsor Capital Management
Arizona
$221K – – –
JIP
190
Jaffetilchin Investment Partners
Florida
$213K -$24.8K -804 -10%
SAM
191
Shamrock Asset Management
Texas
$205K -$20.9K -678 -9%
CCM
192
Crossvault Capital Management
Texas
$204K +$204K +6,600 New
Renaissance Technologies
193
Renaissance Technologies
New York
$203K -$960K -31,200 -83%
AWM
194
Alterna Wealth Management
Texas
$203K -$3.33K -108 -2%
HIM
195
Hanlon Investment Management
New Jersey
$201K -$130K -4,218 -39%
SMDAM
196
Sumitomo Mitsui DS Asset Management
Japan
$201K +$201K +6,540 New
AP
197
Advisors Preferred
Maryland
$198K +$93.1K +3,012 +89%
APC
198
Aspire Private Capital
North Carolina
$194K -$50.1K -1,626 -21%
AA
199
Advisory Alpha
Michigan
$194K -$30.3K -990 -14%
CCM
200
Cribstone Capital Management
Maine
$167K – – –
6 7
8
9 10